I spent 3 recent Sundays writing my mainline AI scenario. Having only spent 3 days on it, it's not very well-researched (especially in the areas where i’m not well informed) or well-written, and the endings are particularly open ended and weak. But I wanted to post the somewhat unfiltered 3-day version to normalize doing so. There are also some details that I no longer fully endorse, because the act of doing this exercise spurred me to look into things in more detail, and I have updated my views slightly[1] — an ode to the value of this exercise.
Nevertheless, this scenario still represents a very central story of how I think the future of AI will go.
I found this exercise extremely useful and I hope others will carve out a few days to attempt it. At the bottom there's: (1) my tips on how to do this scenario writing exercise, and (2) a list of open questions that I think are particularly important (which I made my intuitive guesses about to write this scenario but feel very uncertain about).
Summary
2026-2028: The Deployment Race Era
- AI companies are all focused on monetizing, doing RL on LLMs [...]
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Outline:
(01:10) Summary
(07:36) A 2032 Takeoff Story
(07:40) Jan-Jun 2026: AI Products Galore
(09:23) Jul-Dec 2026: The AI National Champions of China
(11:45) Jan-Jun 2027: The Deployment Race Era
(13:50) Jul-Dec 2027: China's Domestic DUV
(16:31) Jan-Jun 2028: Robotics Foundation Models
(20:34) Jul-Dec 2028: The 1% AI Economy
(27:26) Jan-Jun 2029: National AI Grand Strategies
(30:28) Jul-Dec 2029: Early Household Robots
(32:25) Jan-Jun 2030: Where are the Superhuman Coders?
(34:25) Jul-Dec 2030: Scaling AI bureaucracies
(36:08) Jan-Jun 2031: Domestic EUV
(37:45) Jul-Dec 2031: The Magnificent Four
(38:54) Jan-Jun 2032: China is a Robot Playground
(41:12) Jul-Dec 2032: The 10% Automation Economy
(43:47) Jan 2033: Superhuman Coder and the Paradigm Shift
(45:00) Branch 1: Brain-like algorithms
(45:05) Feb 2033, Branch 1: Full research automation
(46:21) Apr 2033, Branch 1: Brain-like algorithms
(47:26) Summer 2033, Branch 1: One-month slowdown to teach the AIs to 'love humans'
(48:28) Rest of Time, Branch 1: A Toy Story Ending for Humanity
(50:42) Branch 2: Online learning
(50:47) Early 2033, Branch 2: Online learning
(51:47) Late 2033, Branch 2: US-China talks
(52:43) Early 2034, Branch 2: China outproducing the US, pulls into lead around the SAR milestone
(54:25) Late 2034, Branch 2: Sabotage
(55:31) Early 2035, Branch 2: China gets hyper-cheap ASI
(57:50) Late 2035, Branch 2: China's ASI wins
(58:56) Rest of time, Branch 2: China's Space Endowment
(01:01:32) On scenario writing
(01:05:01) My tips on scenario writing
(01:10:29) Top open questions
The original text contained 5 footnotes which were omitted from this narration.
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